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Difference between revisions of "21 Fixed Assets"

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== Overview ==
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== Overview ==
  
 +
Fixed Assets Training
  
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<br>
Fixed Assets Training
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 +
Company:___________________________ Signed:____________________________
  
 +
Name:___________________ Position:______________ Date: _____________
  
Company:___________________________      Signed:____________________________
+
Trainee to complete: Please tick
  
Name:___________________    Position:______________     Date: _____________
+
1. [ ] Asset Types - Have you set-up asset types?
  
Trainee to complete:  Please tick
+
2. [ ] Preferences - Where do you set your preferences for Fixed Assets?
  
  1. [   ]   Asset Types
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3. [ ] Accounts - Have you defined your default account postings for your fixed assets?  
Have you set-up asset types?
+
  
  2. [   ]   Preferences
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4. [ ] Chart of Accounts - Can you view your fixed asset accounts?  
Where do you set your preferences for Fixed Assets?
+
  
  3. [   ]   Accounts
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5. [ ] Depreciation Settings - How do you set your depreciation frequency?  
Have you defined your default account postings for your fixed assets?
+
  
  4. [   ]   Chart of Accounts
+
6. [ ] Finding in Help - How do you open your help file?  
Can you view your fixed asset accounts?
+
  
  5. [   ]   Depreciation Settings
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7. [ ] Show Postings - Where can I see the depreciation postings for the future?  
How do you set your depreciation frequency?
+
  
  6. [   ]   Finding in Help
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8. [ ] New Asset - How to add a fixed asset?  
How do you open your help file?
+
  
  7. [   ]   Show Postings
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9. [ ] Insurance - Where can you add insurance details for the asset?  
Where can I see the depreciation postings for the future?
+
  
  8. [   ]   New Asset
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10.[ ] Warranty - Where can you add warranty details for the asset?  
How to add a fixed asset?
+
  
  9. [   ]   Insurance
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11.[ ] Tax Value - Why is there two depreciation tabs, referring to Tax value and Book value?  
Where can you add insurance details for the asset?
+
  
10.[   ]   Warranty
+
12.[ ] Altering Accounts - Can you alter the individual accounts per fixed asset?  
Where can you add warranty details for the asset?
+
  
11.[   ]   Tax Value
+
13.[ ] Depreciation Method - Where do you change how each asset depreciates?  
Why is there two depreciation tabs, referring to Tax value and Book value?
+
  
12.[   ]   Altering Accounts
+
14.[ ] Book Value - Why is there two depreciation tabs, referring to Tax value and Book value?  
Can you alter the individual accounts per fixed asset?
+
  
13.[   ]   Depreciation Method
+
15.[ ] Show Postings - Can you see the fixed asset posting in your chart of accounts?  
Where do you change how each asset depreciates?
+
  
14.[   ]   Book Value
+
16.[ ] Service Logs - How do you set-up a service log?  
Why is there two depreciation tabs, referring to Tax value and Book value?
+
  
15.[   ]   Show Postings
+
17.[ ] Warranty - Do you understand where warranty details display?  
Can you see the fixed asset posting in your chart of accounts?
+
  
16.[   ]   Service Logs
+
18.[ ] Customisable Fields - Can you add your own fields?  
How do you set-up a service log?
+
  
17.[   ]   Warranty
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19.[ ] Disposal - Where do you dispose of the asset?  
Do you understand where warranty details display?
+
  
18.[  ]  Customisable Fields
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<br> Notes: Are there any aspects in this area that more training would be useful?  
Can you add your own fields?
+
  
19.[  ]  Disposal
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_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
Where do you dispose of the asset?
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+
 
+
Notes:
+
Are there any aspects in this area that more training would be useful?
+
 
+
_____________________________________________
+
_____________________________________________
+
_____________________________________________
+
_____________________________________________
+
_____________________________________________
+
_____________________________________________
+

Revision as of 09:46, 9 September 2011

Overview

Fixed Assets Training


Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Asset Types - Have you set-up asset types?

2. [ ] Preferences - Where do you set your preferences for Fixed Assets?

3. [ ] Accounts - Have you defined your default account postings for your fixed assets?

4. [ ] Chart of Accounts - Can you view your fixed asset accounts?

5. [ ] Depreciation Settings - How do you set your depreciation frequency?

6. [ ] Finding in Help - How do you open your help file?

7. [ ] Show Postings - Where can I see the depreciation postings for the future?

8. [ ] New Asset - How to add a fixed asset?

9. [ ] Insurance - Where can you add insurance details for the asset?

10.[ ] Warranty - Where can you add warranty details for the asset?

11.[ ] Tax Value - Why is there two depreciation tabs, referring to Tax value and Book value?

12.[ ] Altering Accounts - Can you alter the individual accounts per fixed asset?

13.[ ] Depreciation Method - Where do you change how each asset depreciates?

14.[ ] Book Value - Why is there two depreciation tabs, referring to Tax value and Book value?

15.[ ] Show Postings - Can you see the fixed asset posting in your chart of accounts?

16.[ ] Service Logs - How do you set-up a service log?

17.[ ] Warranty - Do you understand where warranty details display?

18.[ ] Customisable Fields - Can you add your own fields?

19.[ ] Disposal - Where do you dispose of the asset?


Notes: Are there any aspects in this area that more training would be useful?

_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________